HZR.AX vs. XUU-U.TO

Last updated Jun 5, 2026

HZR.AX (Hazer Group Limited) is a stock, while XUU-U.TO (iShares Core S&P U.S. Total Market Index ETF) is Large Cap Blend Equities fund tracking the S&P Total Market Index. Over the past 5 years, HZR.AX returned -18.46%/yr vs 14.55%/yr for XUU-U.TO. At a 0.01 correlation, their price movements are largely independent.

Performance

HZR.AX vs. XUU-U.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in Hazer Group Limited (HZR.AX) and iShares Core S&P U.S. Total Market Index ETF (XUU-U.TO). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

HZR.AX is traded in AUD, while XUU-U.TO is traded in USD. To make them comparable, the XUU-U.TO values have been converted to AUD using the latest available exchange rates.

Returns By Period

In the year-to-date period, HZR.AX achieves a -28.43% return, which is significantly lower than XUU-U.TO's 4.74% return.

HZR.AX

• 1D: -3.95%
• 1M: -0.00%
• YTD: -28.43%
• 6M: -20.65%
• 1Y: -1.35%
• 3Y*: -21.17%
• 5Y*: -18.46%
• 10Y*: -2.54%

XUU-U.TO

• 1D: 0.76%
• 1M: 6.06%
• YTD: 4.74%
• 6M: 3.39%
• 1Y: 17.45%
• 3Y*: 18.68%
• 5Y*: 14.55%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

HZR.AX vs. XUU-U.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
HZR.AX Hazer Group Limited	-28.43%	36.00%	-45.26%	23.40%	-50.22%	42.23%	106.42%	-18.76%
XUU-U.TO iShares Core S&P U.S. Total Market Index ETF	4.38%	7.89%	34.83%	26.61%	-15.14%	35.65%	8.30%	4.91%

Correlation

The correlation between HZR.AX and XUU-U.TO is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.02
Correlation (3Y) Calculated over the trailing 3-year period	-0.02
Correlation (5Y) Calculated over the trailing 5-year period	-0.01
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019	0.01

Return for Risk

HZR.AX vs. XUU-U.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HZR.AX

HZR.AX Risk / Return Rank: 37
HZR.AX Sharpe Ratio Rank: 37
HZR.AX Sortino Ratio Rank: 39
HZR.AX Omega Ratio Rank: 38
HZR.AX Calmar Ratio Rank: 37
HZR.AX Martin Ratio Rank: 37

XUU-U.TO

XUU-U.TO Risk / Return Rank: 76
XUU-U.TO Sharpe Ratio Rank: 76
XUU-U.TO Sortino Ratio Rank: 73
XUU-U.TO Omega Ratio Rank: 84
XUU-U.TO Calmar Ratio Rank: 67
XUU-U.TO Martin Ratio Rank: 80

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HZR.AX vs. XUU-U.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hazer Group Limited (HZR.AX) and iShares Core S&P U.S. Total Market Index ETF (XUU-U.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	HZR.AX	XUU-U.TO	Difference
Sharpe ratio: Return per unit of total volatility	-0.10	1.63	-1.73
Sortino ratio: Return per unit of downside risk	0.35	2.22	-1.87
Omega ratio: Gain probability vs. loss probability	1.04	1.30	-0.26
Calmar ratio: Return relative to maximum drawdown	-0.14	1.54	-1.68
Martin ratio: Return relative to average drawdown	-0.27	4.26	-4.53
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HZR.AX vs. XUU-U.TO - Sharpe Ratio Comparison

The current HZR.AX Sharpe Ratio is -0.10, which is lower than the XUU-U.TO Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of HZR.AX and XUU-U.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	HZR.AX	XUU-U.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.10	1.63	-1.73
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.29	0.89	-1.18
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.04	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.10	0.85	-0.75

Drawdowns

HZR.AX vs. XUU-U.TO - Drawdown Comparison

The maximum HZR.AX drawdown since its inception was -84.68%, which is greater than XUU-U.TO's maximum drawdown of -23.61%. Use the drawdown chart below to compare losses from any high point for HZR.AX and XUU-U.TO.

Drawdown Indicators

	HZR.AX	XUU-U.TO	Difference
Max Drawdown Largest peak-to-trough decline	-84.68%	-23.61%	-61.07%
Max Drawdown (1Y) Largest decline over 1 year	-46.61%	-11.36%	-35.25%
Max Drawdown (3Y) Largest decline over 3 years	-62.28%	-18.09%	-44.19%
Max Drawdown (5Y) Largest decline over 5 years	-84.29%	-20.66%	-63.63%
Max Drawdown (10Y) Largest decline over 10 years	-84.68%	—	—
Current Drawdown Current decline from peak	-79.29%	0.00%	-79.29%
Average Drawdown Average peak-to-trough decline	-53.17%	-5.15%	-48.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	23.89%	4.10%	+19.79%

Volatility

HZR.AX vs. XUU-U.TO - Volatility Comparison

Hazer Group Limited (HZR.AX) has a higher volatility of 21.46% compared to iShares Core S&P U.S. Total Market Index ETF (XUU-U.TO) at 2.33%. This indicates that HZR.AX's price experiences larger fluctuations and is considered to be riskier than XUU-U.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HZR.AX	XUU-U.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	21.46%	2.33%	+19.13%
Volatility (6M) Calculated over the trailing 6-month period	46.97%	8.32%	+38.65%
Volatility (1Y) Calculated over the trailing 1-year period	65.38%	10.76%	+54.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	63.29%	16.48%	+46.81%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	68.57%	17.74%	+50.83%

Dividends

HZR.AX vs. XUU-U.TO - Dividend Comparison

HZR.AX has not paid dividends to shareholders, while XUU-U.TO's dividend yield for the trailing twelve months is around 0.74%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
HZR.AX Hazer Group Limited	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
XUU-U.TO iShares Core S&P U.S. Total Market Index ETF	0.74%	0.83%	0.76%	0.85%	1.01%	0.77%	0.90%	0.38%

Frequently Asked Questions

Can I hold both HZR.AX and XUU-U.TO in my portfolio?

HZR.AX and XUU-U.TO have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.